FINANCE
Monthly card-spend rollup by category into Snowflake and Notion
At month-end it aggregates all categorized card transactions by GL category and department, loads the totals into Snowflake.
How it runs
The automated pipeline, trigger to output.
- TriggerMonth-end schedule
- ActionFetch categorized transactions for the periodStripe
- LogicAggregate by category, department, and compute deltas
- ActionUpsert rollup rows into Snowflake spend tableSnowflake
- OutputPublish formatted spend report to NotionNotion
What it does
Once a month it pulls the full set of categorized corporate-card transactions, rolls them up by GL category, department, and cardholder, and computes month-over-month change. The aggregated rows are loaded into a Snowflake table for analytics, and a readable summary is published to a Notion finance page for stakeholders who do not query the warehouse.
When to use it
Use it when leadership wants a recurring, trustworthy view of where card spend went, and analysts want the same numbers queryable in the warehouse.
How it works
- 1A month-end scheduled trigger starts the rollup.
- 2An action fetches all categorized transactions for the closed period from Stripe.
- 3A logic step aggregates by category, department, and cardholder and computes month-over-month deltas.
- 4An action upserts the aggregated rows into a Snowflake spend table.
- 5A Notion page is published with the formatted category breakdown and trend callouts as the output.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect SnowflakeWarehouses, queries, shares.
- 3Connect NotionPages, databases, comments.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.